Purchases and Sales Made in Q4 2024 in First Tr Small Cap Core Alphad (FYX)
This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR SMALL CAP CORE ALPHAD.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-100- 1.99% |
$9.65K - $11.1K
|
4.92K
$480K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-120- 4.99% |
$11.6K - $13.3K
|
2.28K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-126- 2.74% |
$12.2K - $13.9K
|
4.47K
$437K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-129- 26.93% |
$12.4K - $14.3K
|
350
$34.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-173- 1.47% |
$16.7K - $19.1K
|
11.6K
$1.14M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-244- 0.63% |
$23.5K - $27K
|
38.3K
$3.74M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-298Closed |
$28.8K - $32.9K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-299- 2.59% |
$28.9K - $33K
|
11.2K
$1.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-453- 13.58% |
$43.7K - $50.1K
|
2.88K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-489- 6.56% |
$47.2K - $54K
|
6.97K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-545- 13.81% |
$52.6K - $60.2K
|
3.4K
$332K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-569- 0.46% |
$54.9K - $62.9K
|
124K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-589- 8.93% |
$56.8K - $65.1K
|
6.01K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-622- 18.63% |
$60K - $68.7K
|
2.72K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-650- 15.75% |
$62.7K - $71.8K
|
3.48K
$340K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-671- 4.37% |
$64.8K - $74.2K
|
14.7K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-717- 3.0% |
$69.2K - $79.3K
|
23.2K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-718- 2.34% |
$69.3K - $79.4K
|
29.9K
$2.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-718- 16.06% |
$69.3K - $79.4K
|
3.75K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-810- 9.81% |
$78.2K - $89.5K
|
7.45K
$727K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.02K- 3.33% |
$98.7K - $113K
|
29.7K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.03K- 2.61% |
$99.6K - $114K
|
38.5K
$3.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.13K- 8.08% |
$109K - $125K
|
12.9K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.39K- 26.94% |
$134K - $154K
|
3.77K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.21K- 25.04% |
$213K - $244K
|
6.6K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.31K- 99.91% |
$223K - $255K
|
2
$195
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.88K- 4.68% |
$278K - $318K
|
58.7K
$5.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.14K- 40.94% |
$303K - $347K
|
4.53K
$442K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.59K- 47.11% |
$347K - $397K
|
4.03K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.73K- 27.78% |
$360K - $412K
|
9.7K
$947K
|
|
|
Jan 22, 2025
Q4 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
SELL
|
- |
-5.15K- 4.36% |
$497K - $569K
|
113K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.81K- 1.77% |
$657K - $752K
|
378K
$37M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.47K- 16.88% |
$914K - $1.05M
|
46.6K
$4.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.3K- 5.59% |
$2.44M - $2.8M
|
427K
$41.7M
|